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LRI Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

LRI Investments’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1K Hold
171
– – ﹤0.01% 766
2026
Q1 		$20.3K Hold
171
– – ﹤0.01% 689
2025
Q4 		$20.4K Hold
171
– – ﹤0.01% 689
2025
Q3 		$20.4K Sell
171
-74
-30% -$8.8K ﹤0.01% 716
2025
Q2 		$29.2K Buy
245
+171
+231% +$20.2K ﹤0.01% 638
2025
Q1 		$8.74K Buy
+74
New +$8.62K ﹤0.01% 819

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LRI Investments's IEI Position: Q2 2026 in Review

LRI Investments held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 171 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

LRI Investments first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.2K in Q2 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • LRI Investments held 171 shares of iShares 3-7 Year Treasury Bond ETF worth $20.1K as of Q2 2026.
  • LRI Investments left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #766 holding.
  • LRI Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • LRI Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $29.2K in Q2 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.